Taiwan Shorts Analysis: AI Supply Chain Stocks With High Short Squeeze Risk
We analyze the most shorted stocks in Taiwan and highlight notable AI supply chain stocks who have have some of the highest short interest vs....
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Taiwan Tech: Insights from 1Q23 Earnings Season Into Where We Are in the Cycle
Semiconductor's inventory situation got worse in 1Q23... Excess inventory digestion is still a few quarters away for many semiconductor companies....
398 Views
Taiwan Shorts Monitor: Top Shorted Names Have Been Squeezed; U.S. Semis Outperforming Taiwan
Investors in the U.S. market seem to be having a more bullish outlook towards U.S.-listed semiconductor names than investors are having for...
392 Views
Last Week In Event SPACE: Rakuten Bank/Group, Cathay/Swire Pacific, Japan Post
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
487 Views
Quiddity Leaderboard TDIV Jun 23: Five Changes and US$922mn One-Way Flows
I see 35 inflow names including the five Expected ADDs and 20 outflow names including the five Expected DELs. My latest estimation for one-way flow...
447 Views